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Baker Avenue Asset Management’s MGE Energy Inc MGEE Stock Holding History

Baker Avenue Asset Management’s Portfolio MGEE Stock Details MGEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6
Closed -$475 – 1664
2023
Q2 		$475 Hold
6
– – ﹤0.01% 1432
2023
Q1 		$466 Buy
+6
New +$435 ﹤0.01% 1463

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Victory Capital Management
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State Street
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Baker Avenue Asset Management's MGEE Position: Q3 2023 in Review

Baker Avenue Asset Management sold out of MGE Energy Inc (MGEE) in Q3 2023, closing a stake of 6 shares — an estimated $475 sold.

Baker Avenue Asset Management first reported a position in MGEE in Q1 2023 and held it in 2 quarters. The position peaked at $475 in Q2 2023. 201 funds tracked by Wall St. Rank hold MGEE as of Q3 2023.

  • Baker Avenue Asset Management reported no remaining MGE Energy Inc position as of Q3 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 6 MGE Energy Inc shares in Q3 2023, an estimated $475.
  • Baker Avenue Asset Management first reported a position in MGE Energy Inc in Q1 2023 and held it in 2 quarters.
  • Baker Avenue Asset Management's MGE Energy Inc position peaked at $475 in Q2 2023.
  • 201 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2023.

Based on Baker Avenue Asset Management's 13F filing for Q3 2023, filed 15 Nov 2023.